Below is a spreadsheet that highlights the changes to Michael Price's
MFP Portfolio US long stock portfolio as of Q2 2015. Please check
out our previous update to have an idea on how the portfolio is progressing:

Below is a spreadsheet that shows the changes to Edward Lampert's RBS Partners US
long portfolio holdings as of Q2 2015. To have an idea of how the holdings have progressed click on our previous update:

Below is a spreadsheet that shows the changes to Mark McGoldrick & Jason Maynard's Mount Kellett Capital Management US
long portfolio holdings as of Q2 2015. To have an idea of how the holdings have progressed click on our previous update:

Below is a spreadsheet that highlights the changes to Thomas Gayner's
Markel Portfolio US long stock portfolio as of Q2 2015. Please check
out our previous update to have an idea on how the portfolio is progressing:

Below is a spreadsheet that shows the changes to Robert & Jeffrey Bruce's Bruce Fund Holdings US
long portfolio holdings as of Q2 2015. To have an idea of how the holdings have progressed click on our previous update:

Below is a spreadsheet that shows the changes to Eric Mindich's Eton Park Capital US
long portfolio holdings as of Q2 2015. To have an idea of how the holdings have progressed click on our previous update:

Below is a spreadsheet that shows the changes to John Griffin's Blue Ridge Capital Holdings US
long portfolio holdings as of Q2 2015. To have an idea of how the holdings have progressed click on our previous update:

John Griffin is a "tiger cub" who posted an outstanding 65% return in
2007 and followed it up with just an 8% loss during the financial crisis.
To know more about Julian Robertson and his legendary Tiger Management,
check out Julian Robertson: A Tiger in the Land of Bulls and Bears.

Below is a spreadsheet that highlights the changes to Thyra Zerhusen's
Fairpointe Portfolio US long stock portfolio as of Q2 2015. Please check
out our previous update to have an idea on how the portfolio is progressing:

Below is a spreadsheet that shows the changes to Chase Coleman's Tiger Global Holdings US
long portfolio holdings as of Q2 2015. To have an idea of how the holdings have progressed click on our previous update:

Below is a spreadsheet that shows the changes to Philippe Laffont's Coatue Management US
long portfolio holdings as of Q2 2015. To have an idea of how the holdings have progressed click on our previous update:

Below is a spreadsheet that highlights the changes to John Armitage's
Egerton Capital US long stock portfolio as of Q2 2015. Please check out our previous update to have an idea on how the portfolio is progressing:

Below is a spreadsheet that shows the changes to Leon Cooperman's Omega Advisors US
long portfolio holdings as of Q2 2015. To have an idea of how the holdings have progressed click on our previous update:

Below is a spreadsheet that shows the changes to Yale Endowment's US
long portfolio holdings as of Q2 2015. To have an idea of how the
endowment's holdings have progressed click on our previous update:

The spreadsheet below show Leucadia's US stock
holdings as of Q2 2015. Please visit our previous updates to get an idea on how the portfolio has progressed:

Leucadia National is sometimes called "baby Berkshire" because of the similarity in the holding company structure. To know more about Berkshire Hathaway's corporate structure and more, check out their Shareholder Letters.

Below is a spreadsheet that highlights the changes to Stanley
Druckenmiller's Duquesne Family Office US long stock portfolio as of Q2
2015. For a look at
how
his portfolio has progressed, see our previous update:

Below is a spreadsheet that highlights the changes to Charles Akre's
Akre Capital Management US long stock portfolio as of Q2 2015. Please check out our previous update to have an idea on how the portfolio is progressing:

Akre coined the term "compounding machines" to describe the type of business he invests in. To learn more about it, check out 100 to 1 in the Stock Market.

Below is a spreadsheet that highlights the changes to Richard C. Blum's Blum Capital Partners US long stock portfolio as of Q2
2015. Please check out our previous update to have an idea on how the portfolio is progressing:

Below is a spreadsheet that highlights the changes to Bill & Melinda Gates Foundation's US long stock portfolio as of Q2
2015. Please check out our previous update to have an idea on how the portfolio is progressing:

Below is a spreadsheet that highlights the changes to Joel Greenblatt's
Gotham Asset Management US long stock portfolio as of Q2
2015. Please check
out our previous update to have an idea on how the portfolio is progressing:

Note:
Icahn's 13F filing is a consolidated report and so should not be viewed
as a single portfolio. Specifically, Icahn Enterprises holds several of
the businesses and the entities in turn hold Icahn Enterprises. For an
idea on the business structure, check-out Icahn Enterprises Investor Presentation (Slide 9).